See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,343 | $107,334-65.2% | $92,893-59.8% | $152,861-75.6% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 25.59% | 145.58%-120.0pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,142 | $4,221-49.3% | $3,653-41.4% | $4,762-55.0% |
| Participant deferral / active EE | $4,390 | $4,845-9.4% | $4,236+3.6% | $5,850-25.0% |
| Admin fee / account holder | $31 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |